PWPS
CHUY

Pinnacle Wealth Planning Services’s Chuy's Holdings, Inc. Common Stock CHUY Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio CHUY Stock Details CHUY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-125
Closed -$4K – 2057
2020
Q4 		$4K Buy
+125
New +$2.96K ﹤0.01% 1771

Other funds holding CHUY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Pinnacle Wealth Planning Services's CHUY Position: Q1 2021 in Review

Pinnacle Wealth Planning Services sold out of Chuy's Holdings, Inc. Common Stock (CHUY) in Q1 2021, closing a stake of 125 shares — an estimated $4K sold.

Pinnacle Wealth Planning Services first reported a position in CHUY in Q4 2020 and held it in 1 quarter. The position peaked at $4K in Q4 2020. 124 funds tracked by Wall St. Rank hold CHUY as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Chuy's Holdings, Inc. Common Stock position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 125 Chuy's Holdings, Inc. Common Stock shares in Q1 2021, an estimated $4K.
  • Pinnacle Wealth Planning Services first reported a position in Chuy's Holdings, Inc. Common Stock in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Chuy's Holdings, Inc. Common Stock position peaked at $4K in Q4 2020.
  • 124 funds tracked by Wall St. Rank held Chuy's Holdings, Inc. Common Stock as of Q1 2021.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2021, filed 29 Apr 2021.